+293.0%
LOW vs BIL
+26.1%
+266.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.8% |
| 30D | +21.7% | +0.3% | +21.4% | +23.9% |
| 3M | +5.0% | +1.0% | +4.1% | +10.4% |
| 6M | +4.6% | +1.9% | +2.7% | +15.6% |
| YTD | -3.5% | +3.2% | -6.7% | +14.3% |
| 1Y | +0.5% | +3.7% | -3.2% | +22.5% |
| 3Y | +24.8% | +13.8% | +11.0% | +155.4% |
| 5Y | +6.5% | +20.3% | -13.8% | +209.0% |
| All | +293.0% | +26.1% | +266.8% | +1,073.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling